Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

In the second quarter, markets moved in stark contrast to what transpired during Q1 of 2025. The environment in 2025 has been one of greater uncertainty but also increasing opportunity. As global economic conditions shift, investment opportunities are evolving.

On June 21st, the United States enacted a military operation to strike nuclear facilities in Iran. As is custom in our investment discipline, we are actively considering various scenarios and assessing how we might adjust portfolio positioning under specific circumstances.

Chief Investment Officer, Matt Dmytryszyn shares insights on recent tariff policies, market volatility, and key economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

We focus on long-term trends rather than short-term market noise. While headlines may drive short bursts of volatility, fundamentals like global diversification, risk management, and alignment with long-term goals remain the best guide through an evolving economic and policy landscape.

Since taking office, the Trump administration has ushered in a slew of proposed policies that have created a level of uncertainty having an impact on markets, and on the decision making of consumers and companies.

The recent U.S. presidential election was unusually close, with Donald Trump winning exactly 50.0% of the popular vote. The political views of the candidates and their parties have become more divergent.

With election results showing Donald Trump has been elected President, stocks rallied on November 6th as concerns around an uncertain election outcome were abated.